Loan Consultant I: Customer Experience & Sales

Lendmark Financial Services, LLC.

Wisconsin

On-site

USD 36,000 - 48,000

Full time

7 days ago

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Benefits offered by this job

Comprehensive health benefits package

Paid time off & holidays

401(k) retirement plan

Life insurance

Long-term disability

Tuition assistance

Employee assistance program

Optional insurance options (critical,

Job summary

Lendmark Financial Services, LLC. Schofield, WI is hiring a Customer Service Representative (Loan Consultant I) to deliver outstanding customer experiences. In this role you will assist walk-ins and callers, process payments and verifications, and help customers with loan options.

The position emphasizes accuracy, customer service, and sales support while meeting monthly goals. The successful candidate will handle routine banking tasks, maintain branch records, and actively promote products and

Qualifications

High school diploma or GED required; prior customer service helpful.
Cash handling and computer skills expected.
Excellent communication and teamwork abilities required.

Responsibilities

Greet and assist customers entering the office and those calling by phone.
Process payments, verifications, and basic loan actions within authority levels.
Prepare reports, maintain records, and close transactions for the branch.
Actively market branch products and services to individuals.
Handle routine account activities and maintain compliance with policies.